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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (96916)	1/20/2000 5:10:00 PM
From: Wolff	Read Replies (4) \| Respond to of 186894

Tony, thanks....I agree that Intel is the a Giant with many many good parts and products. Back in the 80's I respected Intel just because it seemed that is was Intel's engineers holding the line against the then huge Japanese semiconductor expansion. There is a perception that demand of for semiconductors will out strip capacity, this is what Intel was saying about 1.5 years ago. While I agree that this is likely true for Semiconductors in general, such as Flash chips, cell phone parts, and others, I do not feel that this capacity is such an issue for CPUs. CPUs for PCs are after all a huge Cash Cow, the top tier for semiconductors. What I am seeing is that AMD has a part that is regarded as better than the Pentiums now out on the market. It also is very price competitive. Gateway is now about to sell them as well, that was a huge hit. Gateways build as you go method allows. She Intel has product comming that will be faster, but I am seeing that AMD is able to ramp its MHZ faster with this chip than its pervious ones. In my mind this has always been a problem for AMD, and the Alpha crew has done a good job. The other thing that I think that AMD has done well is improve on its designs once in the market, the clock trippled 486DX was a nicely designed part. The K6 seems to have always been restrained by its ablity to scale up clock speed. So far the K7 seems to be unencombered by that problem. So AMD has a good part, and decent manufacturing and capacity, my concern is a price war, and the fact that Intels scraps it leaves behind will create a strong competitor. If AMD can take profits out fo the upper end CPUs like the 800 Mhz currently, they have a real chance to come up with more capacity. Also the move to 300 MM should benefit all. Last point for this post, is that I think Intel is in real danger of doing an IBM. Remember when Intel ignored the sub-1000 PC market instead of going after it. What a bone head move, cheaper faster computers, never will sell? right? wrong! Now out of the blue comes a competitor that is going after the Laptop market. For most people working, then need static Word and Powerpoint, or Email readers, that are not processor intensive at all. Tapping in ascii is not a heavy duty processor task. The Cursoe is a huge threat, not so much to it immediate sales or anything, but as a indicator of how myopic Intel has gotten, and competitor are leveraging on its weaknesses. What other Cursoe's has intel ignored? Best Regards wolff